Australia, a significant energy exporter, remains heavily reliant on imported refined fuel to sustain its transport, agriculture, and other economic sectors. Bloomberg posted on X, highlighting the country's vulnerability to potential disruptions in global supply chains. This dependence underscores the risks associated with Australia's energy strategy, as any interruption in the supply of refined fuel could have widespread economic implications.

The U.S. government has authorized Cuba to receive a significant oil shipment from Russia, marking a notable development in international relations. New York Times posted on X, highlighting that the Russian tanker is nearing Cuban waters, signaling a potential shift in geopolitical dynamics. This move comes amid ongoing tensions between the U.S. and Russia, as well as the longstanding embargo against Cuba. The decision to allow the shipment may have implications for global energy markets and diplomatic relations, as it reflects the complex interplay of international policies and economic interests.

The Los Angeles Police Department reported that 75 individuals were arrested following large-scale protests last Saturday. According to RTHK, the majority of arrests were due to refusal to disperse, including 66 adults and 8 minors, while one person was detained for illegal possession of a short sword or dagger. No injuries were reported among those arrested, although one officer sustained minor cuts and abrasions. The police department noted on social media that protesters threw large concrete blocks, bottles, and other items into a fenced area outside a facility, prompting federal law enforcement to deploy tear gas. Nationwide demonstrations erupted across the United States last Saturday, with approximately 100,000 people participating in protests in downtown Los Angeles. Protesters waved American flags and held signs criticizing U.S. President Donald Trump's administration over immigration, economic, and foreign policies, as well as the alleged illegal expansion of executive power. Despite the official end of the protest in the evening, many individuals remained near the Metropolitan Detention Center, close to the rally site. Police issued dispersal orders and deployed mounted units, batons, tear gas, and pepper spray to disperse the crowd. Organizers anticipated over 3,000 protest events across the nation, covering all 50 states and major cities such as Washington, New York, Philadelphia, and Boston. Media estimates suggest that around 9 million people participated in the demonstrations.

Parts of Tehran experienced electrical power outages following missile strikes on Sunday. Bloomberg posted on X that the attacks were part of a series of assaults by Iran and its proxies targeting U.S. allies over the weekend. In response to the escalating tensions, thousands of additional American military personnel have been deployed to the region.

The ongoing conflict between the United States and Iran has escalated into a war of attrition, as predicted last week. According to Ming Pao, despite any public statements by U.S. President Donald Trump regarding negotiations with Iran, the reality is that both nations are deeply entrenched in this conflict. Iran, lacking air superiority, is unable to defend against airstrikes from the U.S. and Israel. Consequently, its primary leverage lies in the potential blockade of the Strait of Hormuz and attacks on oil infrastructure in other Gulf countries. Such actions could lead to a sharp increase in international energy prices, triggering inflation and interest rate hikes. This strategy aims to counter the heavily indebted United States, reminiscent of the United Kingdom's retreat during the Suez Canal Crisis in 1956.

U.S. President Donald Trump has extended the deadline for potential strikes on Iranian energy facilities by 10 days, moving it to April 6, Eastern Time. According to Ming Pao, Trump stated that this decision was made at the request of the Iranian government. However, reports indicate that Iran has denied making such a request. In related economic news, the Organization for Economic Co-operation and Development (OECD) has significantly raised its inflation forecasts for major global economies. The OECD now estimates that the inflation rate in the United States could rise to 4.2% this year. The economic situation remains complex and volatile, with the U.S. Dollar Index likely to hover around 100 in the short term.

Geopolitical factors have contributed to rising oil prices and a strengthening U.S. dollar, leading to a decline in the yen's exchange rate against the Hong Kong dollar, which fell below 4.9 last week. According to Ming Pao, the market generally anticipates limited further depreciation of the yen, with potential for a slight recovery later this year due to interest rate hikes. Individuals planning to travel to Japan this year might consider exchanging yen at banks through telegraphic transfer at current low rates or directly at currency exchange shops offering attractive rates.

Hong Kong stocks experienced a decline last week, falling below the 25,000-point mark due to geopolitical tensions. According to Ming Pao, Kwok Sze Chi, Vice Chairman of the Hong Kong Stock Analysts Association, noted that the ongoing unrest in the Middle East has contributed to the overall soft performance of the stock market in March. He suggested that in the absence of unexpected events, the market might maintain a fluctuating pattern. In March, the market showed a trend of rising initially and then declining, with the Hang Seng Index dropping from a high of 26,403 points to a low of 22,403 points on the 23rd, marking a fluctuation of 2,200 points within the month. The focus now is whether the market can overcome the current challenges in April, with developments in the Middle East being a crucial factor.

Global stock markets have experienced adjustments this month following military actions by the United States and Israel against Iran at the end of last month. According to Ming Pao, Helen Jewell, Chief Investment Officer for International Markets at BlackRock, analyzed the situation, noting an increase in market risk premiums due to these geopolitical tensions. Despite the significant uncertainty posed by the conflict, some conservative investors are considering selling all their stocks and increasing cash holdings as a hedge. However, Wong Kwok Ying, a fund manager and partner at Wong Kwok Ying Asset Management Company, who previously advised against going 'all in' during the Hong Kong stock market boom five years ago, emphasized in an interview last weekend that investors should not completely sell off their holdings ('all out'). He elaborated on the reasons for this stance in the interview.

The Mexican Navy announced last Saturday that it successfully located two previously missing sailboats that were transporting relief supplies to Cuba. According to Ming Pao, the patrol aircraft discovered the vessels, which were subsequently monitored and coordinated with authorities to ensure their safe arrival in Havana.

비트코인은 처음에는 암호학 애호가들 사이의 소규모 프로젝트에 불과했으나, 이제는 전 세계적으로 중요한 금융 자산으로 발전하여 수많은 기업, 개인 및 정부 기관이 비트코인을 보유하고 있다.

최근 전 세계 금융 시장을 경악하게 만든 수치가 드러났다. 터키 중앙은행이 불과 2주 만에 약 58.4톤의 금을 매각했으며, 그 가치는 80억 달러를 넘어선다. 그중 3월 13일 주간에는 6톤이 감소했고, 3월 20일 주간에는 52.4톤이 급감했다.

IBM은 연구진과 협력하여 양자 프로세서의 재료 모델링 능력을 선보였다.

투자, 인공지능, 온체인 기술, 기관 투자 열풍: AI 에이전시와 온체인 신용 – 전설적인 투자자 산티아고 산토스와의 대담. 골든파이낸스, 전설적인 거물들이 “지갑을 꽉 닫고 있는” 진짜 이유를 파헤친다.

이번 주에는 총 20개의 블록체인 스타트업이 8억 970만 달러의 자금을 조달했다. 폴리마켓(Polymarket)은 ICE(인터컨티넨탈 익스체인지)로부터 6억 달러를 조달하며 이번 주 최대 규모의 자금 조달을 기록했다.

하네스(Harness) 시대, 중요한 것은 누가 더 빨리 받아들이느냐다: 자신이 더 이상 시스템의 중심에 자연스럽게 위치해 있지 않다는 사실을.

금, 예측, 투자, 만물이 ‘세메글루타이드화’될 수 있다. 골든 파이낸스, 효율이 최우선: 예측 시장, 호기심 경제, 그리고 전쟁.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 모닝 8시》 3010호를 발행하여, 가장 최신의 디지털 화폐 및 블록체인 업계 소식을 전해드립니다.

‘골든 위클리’는 골든파이낸스가 선보이는 주간 블록체인 업계 요약 코너로, 한 주간의 주요 뉴스, 시세 및 선물 데이터, 채굴 업계 정보, 프로젝트 동향, 기술 발전 등 업계 소식을 다룹니다.

이번 금 가격의 급격한 조정은 특정 시기에 여러 거시경제적 요인이 복합적으로 작용한 결과이며, 그 본질은 단기적인 가격 결정 논리가 장기적인 안전자산으로서의 논리를 일시적으로 압도한 것이지, 금의 안전자산으로서의 속성이 사라진 것은 아니다.